+62.5%
VUG vs AEHR
+126.8%
-64.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.7% | +5.7% | -0.2% |
| 7D | +2.5% | +6.4% | -3.9% | +1.7% |
| 30D | -6.3% | -20.3% | +14.0% | -4.9% |
| 3M | -6.0% | -53.8% | +47.8% | -0.1% |
| 6M | -3.5% | -44.8% | +41.3% | -2.1% |
| YTD | +3.9% | +182.2% | -178.3% | -14.9% |
| 1Y | +5.1% | +174.7% | -169.6% | -13.9% |
| 3Y | +77.9% | +143.5% | -65.6% | +33.3% |
| All | +62.5% | +126.8% | -64.3% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AEHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling